See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,923 | $98,750-74.8% | $149,696-83.4% | $79,858-68.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 36.87% | 27.43%+9.4pp | 276.60%-239.7pp | 31.71%+5.2pp |
| Employer contribution / active EE | $2,205 | $3,216-31.5% | $4,644-52.5% | $2,471-10.8% |
| Participant deferral / active EE | $4,265 | $5,680-24.9% | $6,842-37.7% | $3,740+14.0% |
| Admin fee / account holder | $2,206 | $6,053-63.6% | $9,309-76.3% | $5,306-58.4% |